Other · DOL Form 5500 · 2024
The College Preparatory School Retirement Plan
Data updated 2026-08-11
- $50M
- Total assets
- 91
- Participants
- 84th
- Percentile by assets
- $546,085
- Avg per participant
Official DOL plan name: The College Preparatory School 403(b) Defined Contribution Plan · Sponsored by The College Preparatory School · California · Educational Services
$50M in assets, 91 participants
The College Preparatory School's The College Preparatory School 403(b) Defined Contribution Plan reported $50M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 84th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 84th percentile by assets (of 123,622 plans)
- #2,623 in Educational Services (3,638 peers)
Where The College Preparatory School 403(b) Defined Contribution Plan sits by assets
The College Preparatory School 403(b) Defined Contribution Plan sits in the top quartile of all filed plans by assets, $50M for 91 participants (~$546,085/participant), up 11.3% in 2024.
- $50M
- total plan assets (2024 EOY)
- 91
- covered participants
- 84th
- percentile by assets (of 123,622 plans)
- $546,085
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The College Preparatory School 403(b) Defined Contribution Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- The College Preparatory School 403(b) Defined Contribution Plan end-of-year assets rose from $45M in the plan year 2023 filing to $50M in the plan year 2024 filing.
The College Preparatory School 403(b) Defined Contribution Plan vs the 2024 asset distribution
By assets, The College Preparatory School 403(b) Defined Contribution Plan outranks 84% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $5M |
| Employer EIN | 941492272 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The College Preparatory School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $40M |
| 2023 | 1 | 91 | $45M |
| 2024 | 1 | 91 | $50M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
The College Preparatory School 403(b) Defined Contribution Plan vs. nearby Other plans in California, assets vs. participants
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Similar-Sized Other Plans Nationally
Other plans in other states closest to The College Preparatory School 403(b) Defined Contribution Plan by total assets, not by location.
- The Bush School 403(b) Retirement Plan (WA) $50M · 259
- Worcester Academy DC Retirement Plan (FL) $50M · 166
- Hawken School Retirement Plan (OH) $50M · 333
- The College of Idaho 403(b) Retirement Plan (ID) $50M · 458
Frequently Asked Questions
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Ways to act on The College Preparatory School 403(b) Defined Contribution Plan's numbers.
- By total assets, The College Preparatory School 403(b) Defined Contribution Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- The College Preparatory School's sponsor-wide assets have grown 23.4% since 2022 across 3 plan years on file. More Educational Services plans